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Schwab CA Tax-Free Bond (SWCAX)

On Feb 9: 11.55   0.00 (0.00%)

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Risk  As of 31-Jan-10 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2009): 9.40% Worst 1 Yr Total Return (2008): -1.05% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SWCAX Category Alpha (against Standard Index) -0.20 -0.68 Beta (against Standard Index) 0.71 0.76 Mean Annual Return 3.72 0.28 R-squared (against Standard Index) 96 81.69 Standard Deviation 4.31 5.03 Sharpe Ratio 0.40 N/A Treynor Ratio 2.45 N/A 5 Years Statistic SWCAX Category Alpha (against Standard Index) -0.36 -0.90 Beta (against Standard Index) 0.73 0.79 Mean Annual Return 3.52 0.26 R-squared (against Standard Index) 96 81.77 Standard Deviation 3.61 4.25 Sharpe Ratio 0.18 N/A Treynor Ratio 0.84 N/A 10 Years Statistic SWCAX Category Alpha (against Standard Index) 0.14 -0.89 Beta (against Standard Index) 0.91 0.79 Mean Annual Return 5.72 0.36 R-squared (against Standard Index) 90 85.50 Standard Deviation 4.48 3.95 Sharpe Ratio 0.64 N/A Treynor Ratio 3.17 N/A
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